Grading multiple deals with multiple people
We want to use smartsheets to rank 35 companies 1-5 on five different fields. To further complicate this it will be done by 7 different people. We will then sum the information together on a separate shet.
Any idea how to accomplish this?
Best Answers
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Happy to help!
I'd add 1 column for each submitter and then another column for the total value.
I'd recommend to either use one report that they all fill in or seven reports (1 for each submitter) with only their rank column and the company name so they only can see and fill in their rankings.
Make sense?
Would that work/help?
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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Would that work?
✅Remember! Did my post(s) help or answer your question or solve your problem? Please help the Community by marking it as the accepted answer/helpful. It will make it easier for others to find a solution or help to answer!
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
Answers
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Would all seven people need to rank all companies, and if yes, is it okay if they see each others information?
I hope that helps!
Have a fantastic day & Happy New Year!
Best,
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
✅Did my post(s) help or answer your question or solve your problem? Please help the Community by marking it as the accepted answer/helpful. It will make it easier for others to find a solution or help to answer!
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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Thanks for reaching out. All seven would rank each company and it would be okay for everyone to see each others rankings.
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Happy to help!
I'd add 1 column for each submitter and then another column for the total value.
I'd recommend to either use one report that they all fill in or seven reports (1 for each submitter) with only their rank column and the company name so they only can see and fill in their rankings.
Make sense?
Would that work/help?
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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I think so.
If someone fills out the info on the report does the info go back to the main sheet? I haven't tried that, but makes sense.
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Yes, it does. A report is a different view of one or multiple sheets.
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
-
Would that work?
✅Remember! Did my post(s) help or answer your question or solve your problem? Please help the Community by marking it as the accepted answer/helpful. It will make it easier for others to find a solution or help to answer!
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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It worked perfectly. I appreciate your help.
On a side note any idea how I could the results in a report and make a top 5 list? This won't be used ongoing so I can manually filter based on value and sort in descending order.
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